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TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.95B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$68.4M
3
+$62.8M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$44.9M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$38.6M

Top Sells

1
+$216M
2
+$33.8M
3
+$25.6M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$25.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$25M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
251
-558
77
$6K ﹤0.01%
291
+98
78
$5K ﹤0.01%
141
-37
79
$4K ﹤0.01%
144
-24
80
$3K ﹤0.01%
165
-93
81
$3K ﹤0.01%
75
-3
82
$2K ﹤0.01%
22
-12
83
$1K ﹤0.01%
16
-1,577
84
– –
-399
85
– –
-305
86
– –
-184,832
87
– –
-102,870
88
– –
-450
89
– –
-398
90
– –
-97
91
– –
-132
92
– –
-53
93
– –
-420
94
– –
-126
95
– –
-3,943
96
$0 ﹤0.01%
5
-5
97
– –
-567
98
– –
-263,226
99
– –
-60
100
– –
-134
1 2 3
4
5